Rule Management System for Subject Matter Experts

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Solution Overview

Problem

Existing business rules and logic management systems require subject matter experts to rely on coders for implementation and maintenance, limiting their ability to manage, create, and review rules due to the need for coding skills, and compounding the challenge with the need for analysis across multiple data analysis systems.

Innovation Solution

A computerized system enabling subject matter experts to create, edit, and manage business rules and logic without coding, using interactive and dynamic user interfaces for rule editing and proposal reviewing, allowing visualization of rule outcomes and interplay across multiple data analysis systems.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If business rules are expressed and maintained in code, then the rules can be implemented and maintained by coders, but subject matter experts lack the ability to personally create and review the code

Engineering Contradiction:
ImproveAbility of subject matter experts to create and review business rulesVSAvoidCoding requirements for rule implementation
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent introduces an intermediary layer between subject matter experts and the code implementation. This layer includes visual rule builders, drag-and-drop interfaces, and automated code generation tools that translate business logic into code without requiring experts to write code manually. The system acts as a mediator that converts natural language or visual rule definitions into executable code.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces the mechanical system of manual coding with automated code generation and visual programming interfaces. Instead of subject matter experts physically writing code, the system uses automated translators, template-based generation, and visual workflow editors to create and maintain the code representation of business rules.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Productivity

If coders translate between real-world and code representations of rules, then the rules can be implemented, but significant coding skills and time are required

Engineering Contradiction:
ImproveSpeed of rule implementation and analysisVSAvoidCoding skills required for rule translation
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent enables subject matter experts to perform rule translation themselves through self-service interfaces. The system provides tools that allow experts to define rules in their own language or visual format, and the system automatically handles the translation to code and back from code to explanations, eliminating the need for coder mediation.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent uses copying and template mechanisms where standard rule patterns are pre-defined and can be copied, modified, and reused. This allows subject matter experts to quickly create rules by copying existing templates rather than translating from scratch, significantly reducing the time and skill required.

Inventive Principle:
Principle #26Copying

3Reliability

If multiple data analysis systems are used to analyze rule outcomes, then comprehensive analysis is achieved, but the complexity of translating and understanding outcomes increases

Engineering Contradiction:
ImproveComprehensiveness of rule outcome analysisVSAvoidNumber of data analysis systems required
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent merges multiple data analysis systems into a unified interface that presents consolidated rule outcome analysis. Instead of requiring subject matter experts to navigate multiple separate systems, the system combines their functionalities and presents a unified view of rule performance, implications, and outcomes across all analysis systems.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent creates a universal rule management platform that can interface with multiple data analysis systems through standardized connectors and APIs. This multi-functional system can analyze rules across different data sources and analysis tools while presenting results through a single unified interface, reducing the complexity of managing multiple systems.

Inventive Principle:
Principle #6Universality (Multi-functionality)

4Ease of operation

If subject matter experts rely on coders to implement business logic, then the logic can be implemented correctly, but experts cannot easily manage and review existing rules

Engineering Contradiction:
ImproveIndependence of subject matter experts in rule managementVSAvoidAccuracy of business logic implementation
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent implements feedback mechanisms that allow subject matter experts to review, test, and validate business logic before and during implementation. The system provides real-time feedback on rule correctness, potential issues, and impact analysis, enabling experts to independently verify the accuracy of their business logic without relying solely on coder interpretation.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11783269B1Systems and methods for rule management
Publication Date: 2023.10.10 PALANTIR TECHNOLOGIES INC
  • US11783269B1 patent drawing
  • US11783269B1 patent drawing
  • US11783269B1 patent drawing

AI summary

A computer system may be configured to access a rule including one or more conditions, providing a user interface configured for user input of a modification to a condition of the rule, receive from a user, via the user interface, a modification to a first condition of the rule constituting a first changed condition, wherein the first changed condition is associated with a modified rule, determine an output data set, based on an input data set including a plurality of past data samples, and the first changed condition of the modified rule, and update the user interface to include a visualization indicating at least some of the output data set.